Filed: 1/23/2026ACC: 0001172661-26-000295
📋 What this filing means
OAK RIDGE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $1.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$1.65B
Total AUM (reported)
8.44M
Total Shares
Allocation by class
COM$1.22B73.9%
CL A$139.16M8.4%
CAP STK CL C$80.56M4.9%
COM CL A$65.65M4.0%
COM NEW$35.40M2.1%
CAP STK CL A$24.76M1.5%
CL A COM$18.78M1.1%
Portfolio Concentration
Top 3$526.78M31.9%
4–10$450.79M27.3%
11–25$256.48M15.5%
Rest$415.83M25.2%
Top 3 weight
31.9%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 8.44M
Sole
Full voting authority
6.28M
shares
% of voting shares74.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.16M
shares
% of voting shares25.6%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeSole · 74.4% of voting shares
Institutional Holdings178
Rows:
NVIDIA CORPORATION
SOLEShares1.04M
TypeSH
Market value$194.58M
11.79%
Sole
641.97K
Shared
0.00
None
401.35K
MICROSOFT CORP
SOLEShares353.79K
TypeSH
Market value$171.10M
10.37%
Sole
218.28K
Shared
0.00
None
135.51K
APPLE INC
SOLEShares592.60K
TypeSH
Market value$161.10M
9.76%
Sole
367.58K
Shared
0.00
None
225.02K
AMAZON COM INC
SOLEShares352.86K
TypeSH
Market value$81.45M
4.94%
Sole
218.78K
Shared
0.00
None
134.08K
ALPHABET INC
SOLEShares256.72K
TypeSH
Market value$80.56M
4.88%
Sole
157.62K
Shared
0.00
None
99.09K
BROADCOM INC
SOLEShares230.43K
TypeSH
Market value$79.75M
4.83%
Sole
143.12K
Shared
0.00
None
87.31K
ELI LILLY & CO
SOLEShares65.78K
TypeSH
Market value$70.69M
4.28%
Sole
40.18K
Shared
0.00
None
25.60K
META PLATFORMS INC
SOLEShares102.19K
TypeSH
Market value$67.45M
4.09%
Sole
63.16K
Shared
0.00
None
39.02K
TESLA INC
SOLEShares88.81K
TypeSH
Market value$39.94M
2.42%
Sole
54.19K
Shared
0.00
None
34.62K
VISA INC
SOLEShares88.24K
TypeSH
Market value$30.95M
1.88%
Sole
55.06K
Shared
0.00
None
33.18K
ALPHABET INC
SOLEShares79.10K
TypeSH
Market value$24.76M
1.50%
Sole
49.96K
Shared
0.00
None
29.14K
MASTERCARD INCORPORATED
SOLEShares42.17K
TypeSH
Market value$24.07M
1.46%
Sole
26.11K
Shared
0.00
None
16.06K
ORACLE CORP
SOLEShares118.04K
TypeSH
Market value$23.01M
1.39%
Sole
71.94K
Shared
0.00
None
46.10K
NETFLIX INC
SOLEShares240.81K
TypeSH
Market value$22.58M
1.37%
Sole
147.72K
Shared
0.00
None
93.09K
KLA CORP
SOLEShares17.35K
TypeSH
Market value$21.08M
1.28%
Sole
10.43K
Shared
0.00
None
6.92K
COSTCO WHSL CORP NEW
SOLEShares22.12K
TypeSH
Market value$19.07M
1.16%
Sole
13.70K
Shared
0.00
None
8.41K
PALANTIR TECHNOLOGIES INC
SOLEShares89.66K
TypeSH
Market value$15.94M
0.97%
Sole
55.55K
Shared
0.00
None
34.11K
CELESTICA INC
SOLEShares53.06K
TypeSH
Market value$15.68M
0.95%
Sole
36.94K
Shared
0.00
None
16.11K
ECOLAB INC
SOLEShares56.08K
TypeSH
Market value$14.72M
0.89%
Sole
33.83K
Shared
0.00
None
22.25K
TRANSDIGM GROUP INC
SOLEShares9.78K
TypeSH
Market value$13.00M
0.79%
Sole
6K
Shared
0.00
None
3.78K
CLOUDFLARE INC
SOLEShares65.15K
TypeSH
Market value$12.84M
0.78%
Sole
42.87K
Shared
0.00
None
22.28K
APPLOVIN CORP
SOLEShares19.05K
TypeSH
Market value$12.83M
0.78%
Sole
11.90K
Shared
0.00
None
7.15K
OREILLY AUTOMOTIVE INC
SOLEShares136.40K
TypeSH
Market value$12.44M
0.75%
Sole
91.64K
Shared
0.00
None
44.76K
GE VERNOVA INC
SOLEShares18.98K
TypeSH
Market value$12.40M
0.75%
Sole
11.39K
Shared
0.00
None
7.58K
CROWDSTRIKE HLDGS INC
SOLEShares25.70K
TypeSH
Market value$12.05M
0.73%
Sole
15.94K
Shared
0.00
None
9.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.04M | SH | $194.58M 11.79% | 641.97K | 0.00 | 401.35K |
MICROSOFT CORPSOLE | COM | 353.79K | SH | $171.10M 10.37% | 218.28K | 0.00 | 135.51K |
APPLE INCSOLE | COM | 592.60K | SH | $161.10M 9.76% | 367.58K | 0.00 | 225.02K |
AMAZON COM INCSOLE | COM | 352.86K | SH | $81.45M 4.94% | 218.78K | 0.00 | 134.08K |
ALPHABET INCSOLE | CAP STK CL C | 256.72K | SH | $80.56M 4.88% | 157.62K | 0.00 | 99.09K |
BROADCOM INCSOLE | COM | 230.43K | SH | $79.75M 4.83% | 143.12K | 0.00 | 87.31K |
ELI LILLY & COSOLE | COM | 65.78K | SH | $70.69M 4.28% | 40.18K | 0.00 | 25.60K |
META PLATFORMS INCSOLE | CL A | 102.19K | SH | $67.45M 4.09% | 63.16K | 0.00 | 39.02K |
TESLA INCSOLE | COM | 88.81K | SH | $39.94M 2.42% | 54.19K | 0.00 | 34.62K |
VISA INCSOLE | COM CL A | 88.24K | SH | $30.95M 1.88% | 55.06K | 0.00 | 33.18K |
ALPHABET INCSOLE | CAP STK CL A | 79.10K | SH | $24.76M 1.50% | 49.96K | 0.00 | 29.14K |
MASTERCARD INCORPORATEDSOLE | CL A | 42.17K | SH | $24.07M 1.46% | 26.11K | 0.00 | 16.06K |
ORACLE CORPSOLE | COM | 118.04K | SH | $23.01M 1.39% | 71.94K | 0.00 | 46.10K |
NETFLIX INCSOLE | COM | 240.81K | SH | $22.58M 1.37% | 147.72K | 0.00 | 93.09K |
KLA CORPSOLE | COM NEW | 17.35K | SH | $21.08M 1.28% | 10.43K | 0.00 | 6.92K |
COSTCO WHSL CORP NEWSOLE | COM | 22.12K | SH | $19.07M 1.16% | 13.70K | 0.00 | 8.41K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 89.66K | SH | $15.94M 0.97% | 55.55K | 0.00 | 34.11K |
CELESTICA INCSOLE | COM | 53.06K | SH | $15.68M 0.95% | 36.94K | 0.00 | 16.11K |
ECOLAB INCSOLE | COM | 56.08K | SH | $14.72M 0.89% | 33.83K | 0.00 | 22.25K |
TRANSDIGM GROUP INCSOLE | COM | 9.78K | SH | $13.00M 0.79% | 6K | 0.00 | 3.78K |
CLOUDFLARE INCSOLE | CL A COM | 65.15K | SH | $12.84M 0.78% | 42.87K | 0.00 | 22.28K |
APPLOVIN CORPSOLE | COM CL A | 19.05K | SH | $12.83M 0.78% | 11.90K | 0.00 | 7.15K |
OREILLY AUTOMOTIVE INCSOLE | COM | 136.40K | SH | $12.44M 0.75% | 91.64K | 0.00 | 44.76K |
GE VERNOVA INCSOLE | COM | 18.98K | SH | $12.40M 0.75% | 11.39K | 0.00 | 7.58K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 25.70K | SH | $12.05M 0.73% | 15.94K | 0.00 | 9.77K |
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